AdvisorOS Directory
Claim Profile
Unclaimed Profile
LB

Larry Owen Bumgardner

GARDNER ADVISORS INC.·MINNEAPOLIS, Minnesota
Clean recordGARDNER ADVISORS INC.
8421 WAYZATA BLVD., MINNEAPOLIS, MN 55426CRD# 35082Firm CRD# 112399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Owen Bumgardner · MINNEAPOLIS, MN
Registration
CRD #35082 · GARDNER ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Larry Owen Bumgardner is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with GARDNER ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Larry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Larry is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
OAKWOOD CAPITAL, INC.
OAKWOOD CAPITAL, INC.
AUM
$221M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at OAKWOOD CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 35082
Firm CRD# 112399
View on FINRA BrokerCheck →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Larry Owen Bumgardner offer?
Larry Owen Bumgardner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Larry Owen Bumgardner's credentials?
Larry Owen Bumgardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Owen Bumgardner located?
Larry Owen Bumgardner is based in MINNEAPOLIS, Minnesota, working with GARDNER ADVISORS INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Larry Owen Bumgardner charge for services?
Larry Owen Bumgardner's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDNER ADVISORS INC.?
GARDNER ADVISORS INC. has approximately 20 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GARDNER ADVISORS INC.

Brandon Douglas King
ST. LOUIS PARK, MN
Douglas Stephan King
ST. LOUIS PARK, MN
Jason Thomas King
ST. LOUIS PARK, MN
Kathryn W King
ST. LOUIS PARK, MN

More Advisors in MINNEAPOLIS, Minnesota

Ann Marie Schmid
PJC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
Robert Pierson Rinek
PSC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
David Kent Stewart
AMERIPRISE FINANCIAL SERVICES, INC.·MINNEAPOLIS, MN
Gregory James Meyer
PJC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
Thomas Patrick Schnettler
PSC CAPITAL PARTNERS LLC·MINNEAPOLIS, MN
Donald E Froude
AMERIPRISE FINANCIAL SERVICES, INC.·MINNEAPOLIS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)MAPLE GROVE (23)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile